Client Relationship Administrator

Client Relationship Administrator

Winkler Tree

About Us — Winkler Tree

Winkler Tree is a trusted leader in tree care, plant health, and environmental stewardship. For decades, we’ve been committed to preserving and enhancing the natural landscapes our clients value most. Our team is made up of dedicated professionals who take pride in delivering exceptional service, expert guidance, and high‑quality results.

We believe in supporting our employees through training, collaboration, and opportunities for growth. At Winkler Tree, you’re not just joining a company—you’re joining a team that values integrity, professionalism, and a shared passion for caring for the environment.

Position Overview

The Client Relationship Administrator is a key member of the Winkler Tree team, combining customer service excellence with strong administrative support. This role is essential in ensuring a smooth client experience while supporting all departments across the organization. This is an in‑person position, with flexible remote work options available upon approval.

Key Responsibilities

• Serve as the first point of contact by answering client calls and responding to emails promptly.
• Process client intake, perform initial data entry, and schedule consultations.
• Clearly explain company processes related to scheduling, permitting, and billing.
• Assist clients with payment processing.
• Handle inquiries regarding treatments or pricing by taking accurate notes and routing questions appropriately.
• Learn permitting requirements and procedures to support both clients and coworkers.
• Complete daily time entry for field crews with accuracy and timeliness.
• Create and maintain property and contact records in the CRM system.
• Provide minor CRM troubleshooting support to the Sales Team; escalate issues when needed.
• Execute administrative tasks and special projects as assigned by management.
• Meet regularly with territory sales partners to support workflow and communication.

Qualifications

• 5 years of administrative experience.
• 5 years of customer service experience.
• Excellent time management skills and strong accountability.
• Professional verbal and written communication skills.
• Strong organizational skills with the ability to multitask in a fast‑paced environment.
• Ability to work independently while thriving in a team setting.
• Self‑starter with strong work ethic and integrity.
• Proficiency in Microsoft Word, Excel, and Outlook.
• Experience using CRM software.

Bonus Skills

• Arboriculture or green industry experience.
• Bilingual (English/Spanish).
• Experience with Aspire or other landscape management software.
• Experience with Zendesk or other ticketing systems.

Physical Requirements

• Ability to sit or stand for extended periods while performing administrative tasks.
• Ability to lift up to 20 pounds occasionally (files, office supplies, small equipment).
• Ability to move between office areas and interact with field staff as needed.
• Ability to work in an office environment with standard computer and phone use.

Compensation

Pay Range: $56,000 – $61,000 per year
Job Type: Full‑time
Shift: Day shift (Saturday availability is a plus but not required)

Benefits

• 401(k)
• 401(k) matching
• Health insurance
• Dental insurance
• Vision insurance
• Paid time off
• Parental leave
• On‑the‑job training

E‑Verify Participation

Winkler Tree participates in the E‑Verify program to confirm the employment eligibility of all newly hired employees. Documentation establishing identity and authorization to work in the United States is required.

Equal Opportunity Employer

Winkler Tree is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, veteran status, or any other protected characteristic. We are committed to fostering an inclusive and respectful workplace for all employees.

Join Our Team

At Winkler Tree, we believe in supporting our people, investing in their growth, and creating an environment where everyone can thrive. If you’re passionate about delivering exceptional service, enjoy working with a collaborative team, and want to be part of a company that values integrity and professionalism, we’d love to meet you. Grow your career with us—your next opportunity starts here.

Job Type: Full-time

Pay: $56,000.00 - $61,000.00 per year

Benefits:

• 401(k) matching
• Dental insurance
• Health insurance
• On-the-job training
• Paid time off
• Parental leave
• Referral program
• Vision insurance

Experience:

• CRM software: 1 year (Required)

Ability to Commute:

• Bellwood, IL 60104 (Required)

Work Location: In person

Salary : $56,000 - $61,000